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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $57,446 |
STRIEGEL KNOBLOCH & COMPANY, LLC8+ years Service code 14 · EIN 37-1122831 | Plan Administrator | $14,920 |
SIKICH LLP2 years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $13,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,477 | $44,764-43.1% | $68,803-63.0% | $64,824-60.7% |
| Participation rate | 57.5% | 64.8%-7.3pp | 69.0%-11.5pp | 71.5%-14.0pp |
| Annual return | -9.86% | -10.91%+1.0pp | -6.37%-3.5pp | 32.84%-42.7pp |
| Employer contribution / active EE | $528 | $1,775-70.3% | $2,656-80.1% | $2,507-78.9% |
| Participant deferral / active EE | $3,217 | $3,238-0.7% | $3,942-18.4% | $4,311-25.4% |
| Admin fee / account holder | $162 | $151+7.3% | $4,936-96.7% | $188-13.5% |